BetterWealth, LLC

RIA/Wealth

BetterWealth, LLC is a RIA/Wealth based in San Jose, CA led by Winfield Scott Stauffer, reporting $558.0M in AUM as of Q3 2025 with 80% ETF concentration, 81% concentrated in top 10 holdings, and 26% allocation to DFAC.

Managing PartnerWinfield Scott Stauffer

Portfolio Value: $418.2M
Positions: 67
Top Holding: DFAC at 25.61%
Last Reported: Q3 2025

Address1475 Saratoga Avenue, Suite 200, San Jose, CA, 95129, United States

Top Holdings

Largest long holdings in BetterWealth, LLC's portfolio (81% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$107.1M	25.61%	-$1.5M Sold	— 2.8M shares	Q4 2021 Held for 3y 11m
2 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$56.5M	13.51%	-$910.7K Sold	— 1.8M shares	Q4 2021 Held for 3y 11m
3 Vanguard Intermediate-Term Bond BIV	ETF ETF	$34.4M	8.22%	+$1.1M Bought	— 440.4K shares	Q4 2024 Held for 11 months
4 Apple AAPL	Consumer Electronics Technology	$33.8M	8.08%	-$3.0M Sold	0.00% 132.8K shares	Q4 2021 Held for 3y 11m
5 EBI Evergreen International Balanced Income Fund EBI	Unknown Unknown	$32.1M	7.69%	+$116.9K Bought	— 586.1K shares	Q1 2025 Held for 8 months
6 Vanguard Short-Term Bond BSV	ETF ETF	$20.6M	4.91%	+$1.2M Bought	— 260.4K shares	Q2 2022 Held for 3y 5m
7 CGXU Capital Group International Focus Equity CGXU	ETF ETF	$15.8M	3.79%	+$285.5K Bought	— 534.9K shares	Q4 2024 Held for 11 months
8 Avantis U.S. Small Cap Value AVUV	ETF ETF	$15.1M	3.60%	+$516.4K Bought	— 151.3K shares	Q4 2024 Held for 11 months
9 Avantis Real Estate AVRE	ETF ETF	$14.1M	3.37%	+$116.0K Bought	— 316.6K shares	Q4 2022 Held for 2y 11m
10 CGDV Capital Group Dividend Value CGDV	ETF ETF	$9.4M	2.24%	+$161.4K Bought	— 223.2K shares	Q4 2024 Held for 11 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BetterWealth, LLC's latest filing

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GthenC

Market Value

$418.2M

Prior: $390.4M

Q/Q Change

+7.12%

+$27.8M

Net Flows % of MV

-0.823%

Turnover Ratio

2.42%

New Purchases

7 stocks

$2.9M

Added To

32 stocks

+$5.3M

Sold Out Of

5 stocks

$1.7M

Reduced Holdings

18 stocks

-$9.9M

Increased Positions

Position	Shares Δ	Change
1 Eversource Energy ES	New	0 → 19.0K +$1.4M
2 Meta Platforms, Inc. META	New	0 → 495.0 +$363.7K
3 Netflix NFLX	New	0 → 244.0 +$292.5K
4 iShares Core S&P Total U.S. Stock Market ITOT	New	0 → 1.8K +$268.7K
5 AVBH Avidbank Holdings, Inc. AVBH	New	0 → 8.5K +$216.3K

Decreased Positions

Position	Shares Δ	Change
1 Schwab U.S. Broad Market SCHB	Sold	19.7K → 0 −$469.3K
2 Vanguard Total Stock Market VTI	Sold	1.3K → 0 −$392.0K
3 Vanguard Large-Cap VV	Sold	1.3K → 0 −$384.6K
4 Vanguard Dividend Appreciation VIG	Sold	1.1K → 0 −$235.0K
5 Procter & Gamble PG	Sold	1.4K → 0 −$218.6K